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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,332 | $107,421-7.5% | $182,262-45.5% | $94,015+5.7% |
| Participation rate | 93.8% | 77.8%+16.1pp | 84.2%+9.6pp | 70.8%+23.0pp |
| Annual return | 17.97% | 21.32%-3.3pp | 140.60%-122.6pp | 17.84%+0.1pp |
| Employer contribution / active EE | $3,568 | $3,448+3.5% | $5,046-29.3% | $2,790+27.9% |
| Participant deferral / active EE | $10,959 | $6,558+67.1% | $8,276+32.4% | $4,249+157.9% |
| Admin fee / account holder | $6,573 | $8,692-24.4% | $16,712-60.7% | $8,951-26.6% |